Guides
Operator guides with formulas, tables and worked examples. Written by Ty Smith, who runs two marketing agencies on Verbial.
Replacing HubSpot, Harvest and PandaDoc with one agency stack
A factual comparison of the HubSpot, Harvest and PandaDoc stack against Verbial for agencies: capabilities, cost at 15 seats, and a migration order.
How to price agency retainers
Price retainers department by department from the people doing the work, target 50 to 60% gross margin on labor, and reprice at renewal from usage statements.
How to invoice retainer clients
Bill retainers in advance, send a monthly usage statement, pre-pay overages, keep pass-through costs separate, and run a dunning schedule that protects cash.
Client profitability for marketing agencies
How to measure client profitability from contracted revenue and absorbed labor cost, with worked tables, benchmarks and what to do with a loss-making account.
Agency utilization and capacity planning
How to calculate agency utilization rate, set targets by role, compute team capacity in hours, and decide when to hire or use contractors.